Tip #301: Using a team for system administrator access

Gustaf (not V) Westerlund mentions that while it may be attractive to create a team with System Administrator role to simplify security administration, the “inherited” approach is not sufficient to grant users all privileges that they need as System Administrator. For example, users cannot publish Business Rules if they don’t have a user role that […]

Tip #299: Schedule CRM on premise reports

Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]

Tip #295: New entities and attributes in CRM 2015

Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]

Tip #292: Licenses minimus

CRM Online Enterprise Purchase

According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]

Tip #288: Remove event handlers Texas style

Today’s developer productivity tip comes from Mitch “Texas Baby Oil” Milam. The fastest way to remove all of the Event Handlers from a form is to remove the JavaScript Library or Libraries associated with the form. Removing the library will also remove any event handlers (OnLoad, OnSave, OnChange, etc.) that have been associated with that […]

Tip #285: Going personal with Microsoft Dynamics Marketing

Mark “Bald as a Kiwi” Smith asked the other day: I am working with a global bank that is considering implementing MDM (Microsoft Dynamics Marketing – t.j.). I need to provided them documented information on how PII (Personally identifiable information – t.j.) data is handled with MDM. They currently run CRM2013 on premises. Roger “Wicked […]

Tip #280: Partial Opportunity Products

Welcome back to the Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Grab a cup of coffee. Today’s topic is opportunity products in the situations when, uhm, not all your dreams […]

Tip #277: Disabling user prompts

In Dynamics CRM, many of the system user prompts can be turned off in System Settings (Settings–>Administration–>System Settings) Get CRM for Outlook. On the Outlook tab of System settings, set “Users see ‘Get CRM for Outlook’ option displayed in the message bar” to “No.” Prompt to use CRM app when running CRM in tablet browser. […]